IRWELL WEALTH MANAGEMENT LIMITED

• Principal Place of Business

  Old Cemetery Lodge

  716 Liverpool Road

  Eccles

  Manchester

  Salford

  M30 7LW

  UNITED KINGDOM

  Phone

  +441615377100

  Web

  https://www.irwellwealthmanagement.co.uk

• Complaints Contact

  Old Cemetery Lodge

  716 Liverpool Road

  Eccles

  Manchester

  M30 7LW

  UNITED KINGDOM

  Phone

  +441615377100

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Billy Gallagher

  IRN BXG00162

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 14 Jul 2022)
  • [FCA CF] Functions requiring qualifications (since 14 Jul 2022)
• Colin Geoffrey Heap

  IRN CGH01039

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (6 Apr 2018 to 8 Dec 2019)
• Iain Edward Longworth

  IRN IEL00005

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 25 Jan 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 25 Jan 2022)
  • Responsible for Insurance Mediation (26 Mar 2018 to 30 Sep 2018)
  • CF10 Compliance Oversight (26 Mar 2018 to 8 Dec 2019)
  • CF1 Director (26 Mar 2018 to 8 Dec 2019)
  • CF30 Customer (26 Mar 2018 to 8 Dec 2019)
• Jack Leather

  IRN JXL00554

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 3 Aug 2022)
  • [FCA CF] Client dealing (since 3 Aug 2022)
• Marc Peter Bailey

  IRN MPB01106

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF16 Compliance Oversight (since 23 Mar 2022)
  • Responsible for Insurance Distribution (since 23 Mar 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (26 Mar 2018 to 8 Dec 2019)
  • CF1 Director (26 Mar 2018 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (26 Mar 2018 to 8 Dec 2019)
• Paul Anthony Reidy

  IRN PAR00028

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 28 Apr 2026)
  • [FCA CF] Client dealing (since 28 Apr 2026)
• Steven Phillip Jackson

  IRN SPJ00001

  • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2026)
  • CF30 Customer (6 Apr 2018 to 8 Dec 2019)
• Susan Smethurst-Purcell

  IRN SXS01012

  • [FCA CF] Manager of certification employee (since 14 Jul 2022)

No changes recorded yet.